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Papp Small & Mid-Cap Growth Fund - PAPPX

Seeking the growth potential of high-quality. Small and mid-size companies while managing risk. The Papp Small and Mid-Cap Growth Fund is advised by L. Roy Papp and Associates, LLP, a Phoenix, AZ based investment adviser serving high net worth, pension, profit sharing, charitable and corporate clients since 1978. Papp Small and Mid-Cap Growth Fund is now available on Schwab Mutual Fund OneSource Platform . Papp Small and Mid-Cap Fund. Distributed by Ultimus Fund Distributors, LLC.

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CONTACTS AT PAPPMUTUALFUNDS.COM

L. Roy Papp & Associates

6225 North●●●●●●●●●●uite #1'50

Ph●●ix , AZ, 85016

UNITED STATES

1999●●●●9999

ju●●●@ROYPAPP.COM

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L. Roy Papp & Associates

L. Roy Papp & Associates

6225 North●●●●●●●●●●uite #1'50

Ph●●ix , AZ, 85016

UNITED STATES

1999●●●●9999

ju●●●@ROYPAPP.COM

View this contact

L. Roy Papp & Associates

L. Roy Papp & Associates

6225 North●●●●●●●●●●uite #1'50

Ph●●ix , AZ, 85016

UNITED STATES

1999●●●●9999

ju●●●@ROYPAPP.COM

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Papp Small & Mid-Cap Growth Fund - PAPPX | pappmutualfunds.com Reviews

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Seeking the growth potential of high-quality. Small and mid-size companies while managing risk. The Papp Small and Mid-Cap Growth Fund is advised by L. Roy Papp and Associates, LLP, a Phoenix, AZ based investment adviser serving high net worth, pension, profit sharing, charitable and corporate clients since 1978. Papp Small and Mid-Cap Growth Fund is now available on Schwab Mutual Fund OneSource Platform . Papp Small and Mid-Cap Fund. Distributed by Ultimus Fund Distributors, LLC.

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2 about us

3 strategy

4 fund facts

5 literature

6 invest with us

7 app p

8 hilosophy and s

9 trategy

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Papp Small & Mid-Cap Growth Fund - PAPPX | pappmutualfunds.com Reviews

https://pappmutualfunds.com

Seeking the growth potential of high-quality. Small and mid-size companies while managing risk. The Papp Small and Mid-Cap Growth Fund is advised by L. Roy Papp and Associates, LLP, a Phoenix, AZ based investment adviser serving high net worth, pension, profit sharing, charitable and corporate clients since 1978. Papp Small and Mid-Cap Growth Fund is now available on Schwab Mutual Fund OneSource Platform . Papp Small and Mid-Cap Fund. Distributed by Ultimus Fund Distributors, LLC.

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pappmutualfunds.com

1

Papp Small & Mid-Cap Growth Fund - PAPPX

http://www.pappmutualfunds.com/strategy.html

Invest in companies with identifiable growth drivers. Demographic trends and changes. Technology developments and disruption. Seek companies that can grow across multiple economic environments/cycles. Lower emphasis placed on cyclical growth, purchased growth, growth through financial leverage or unprofitable growth. Characteristics of a quality investment. Strong capital position, low debt levels, financially strong. Strong leadership with a proven record of execution and commitment to shareholder value.

2

Papp Small & Mid-Cap Growth Fund - PAPPX

http://www.pappmutualfunds.com/literature.html

Papp Small and Mid-Cap Fund. Check the background of Ultimus Fund Distributors, LLC on FINRA's BrokerCheck. L Roy Papp and Associates, LLP 2201 E. Camelback Road, Suite 227B, Phoenix, AZ 85016 P 602.956.0980 F 602.956.1985. Mutual fund investing involves risk, including the potential loss of principal. Distributed by Ultimus Fund Distributors, LLC. The banner image is from a painting by Ed Mell that hangs in the firm's office.

3

Papp Small & Mid-Cap Growth Fund - PAPPX

http://www.pappmutualfunds.com/team.html

Portfolio Manager, Papp Small and Mid-Cap Growth Fund. Partner, L. Roy Papp and Associates, LLP. Rose is a CFA charterholder. Assistant Portfolio Manager, Papp Small and Mid-Cap Growth Fund. Partner, L. Roy Papp and Associates, LLP. Brian is a CFA charterholder. President, Papp Small and Mid-Cap Growth Fund. Partner, L. Roy Papp and Associates, LLP. Harry is a CFA charterholder. Senior Research Analyst, Papp Small and Mid-Cap Growth Fund. Partner, L. Roy Papp and Associates, LLP. ULIE A. H. Julie became ...

4

Papp Small & Mid-Cap Growth Fund - PAPPX

http://www.pappmutualfunds.com/index.html

Seeking the growth potential of high-quality. Small and mid-size companies while managing risk. The Papp Small and Mid-Cap Growth Fund is advised by L. Roy Papp and Associates, LLP, a Phoenix, AZ based investment adviser serving high net worth, pension, profit sharing, charitable and corporate clients since 1978. Fund Reaches 3-year Anniversary. Papp Small and Mid-Cap Growth Fund is now available on Schwab Mutual Fund OneSource Platform . Papp Small and Mid-Cap Fund.

5

Papp Small & Mid-Cap Growth Fund - PAPPX

http://www.pappmutualfunds.com/adviser.html

About L. Roy Papp and Associates, LLP, adviser to the fund. L Roy Papp and Associates, LLP was founded in 1978 in Phoenix, AZ and is a registered investment adviser serving a broad base of clients including high net worth, pension and profit sharing, charitable and corporate. The firm specializes in providing comprehensive wealth management services that are uniquely structured to each client’s financial situation, investment goals and advisory needs. Joined L. Roy Papp and Associates, LLP in 1981. MBA, ...

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roypapp.com

L. Roy Papp & Associates, LLP

http://www.roypapp.com/advisor.html

Conservative, stable, caring. Founded in 1978, independently owned. SEC-registered investment advisory firm. 9 partners, 8 CFA charterholders,1 CPA. Fee-based, no sales commissions. Offices in Phoenix, Arizona. Adviser to a mutual fund. About L. Roy Papp and Associates, LLC. Custom investment portfolios: We work with you one-on-one to build a portfolio that is right for you. Your portfolio may be taxable or tax-exempt (such as an IRA or a SEP) and consist of:. All stock with an emphasis on growth,. Our p...

roypapp.com

L. Roy Papp & Associates, LLP

http://www.roypapp.com/team.html

OMMITMENT TO THE C. At L Roy Papp & Associates, we believe in the importance of civic involvement. Our partners and staff actively participate with the following organizations:. All Saints Lutheran Church. Arizona 5 Arts Circle. Arizona Regional Building Committee 1. Arizona State Board of Investment. Arizona State University Foundation. Arizona State University SIM Fund - Advisory Board. Blue Cross Blue Shield. Boy Scouts of America - Grand Canyon Council. Girl Scouts Arizona Cactus Pine. ULIE A. H.

roypapp.com

L. Roy Papp & Associates, LLP

http://www.roypapp.com/client.html

Conservative, stable, caring. SEC-registered investment advisory firm. Emphasis on high-quality companies at reasonable valuations. Defensive use of fixed income. 8 CFA registered charterholders. Located in Phoenix, Arizona. Adviser to a mutual fund. Thank you for your interest in becoming a client of L. Roy Papp and Associates. Many individuals also need to have adequate liquidity and safety, therefore we believe that the goal should not be for the highest possible return nor should an investor take unj...

roypapp.com

L. Roy Papp & Associates, LLP

http://www.roypapp.com/index.html

July 5, 2016. Conservative, stable, professional investment. Management for your peace of mind. As a fiduciary, our goal is to get to know our clients well and understand their financial needs. Portfolios are constructed based on clients' investment objectives and risk tolerance. As active managers with a long-term perspective, we do our own research, consulting with you about any recommended changes. Phone: 602.956.0980. 2201 E. Camelback Road, Suite 227B. Phoenix, AZ 85016. Fax: 602.956.1985. L Roy Pap...

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Papp Small & Mid-Cap Growth Fund - PAPPX

Seeking the growth potential of high-quality. Small and mid-size companies while managing risk. The Papp Small and Mid-Cap Growth Fund is advised by L. Roy Papp and Associates, LLP, a Phoenix, AZ based investment adviser serving high net worth, pension, profit sharing, charitable and corporate clients since 1978. Papp Small and Mid-Cap Growth Fund is now available on Schwab Mutual Fund OneSource Platform . Papp Small and Mid-Cap Fund. Distributed by Ultimus Fund Distributors, LLC.

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